Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Bethel Management Investment Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Bethel Management, Inc. ยท South Carolina ยท Real Estate

What the 2023 filing shows

Bethel Management Investment Trust holds N/A for 1 participants.

N/A
total plan assets (2024 EOY)
1
covered participants
Total Assets (2023)
N/A
Participants
1
Industry
Real Estate

What the Filing Says About Bethel Management Investment Trust

Bethel Management Investment Trust is a Money Purchase retirement plan sponsored by Bethel Management, Inc., headquartered in South Carolina. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 261870510, and the plan has been effective since 2008-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeMoney Purchase
Employer EIN261870510
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in South Carolina

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Frequently Asked Questions

How much money is in the Bethel Management Investment Trust?
As of the 2024 Form 5500 filing, Bethel Management Investment Trust holds N/A in total assets with 1 participants. It is sponsored by Bethel Management, Inc..
What type of plan is Bethel Management Investment Trust?
Bethel Management Investment Trust is a Money Purchase plan. It has been effective since 2008-03-01. The plan is filed with the U.S. Department of Labor under EIN 261870510.
Who sponsors the Bethel Management Investment Trust?
Bethel Management Investment Trust is sponsored by Bethel Management, Inc., located in South Carolina. The sponsor's EIN is 261870510 and the plan operates in the Real Estate industry.
How did Bethel Management Investment Trust perform in 2024?
Bethel Management Investment Trust held N/A in total assets at the end of 2024.
Where can I find official filings for Bethel Management Investment Trust?
Official Form 5500 filings for Bethel Management Investment Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 261870510 or plan name at efast.dol.gov.
How does Bethel Management Investment Trust compare to other plans?
You can compare Bethel Management Investment Trust against other Money Purchase plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 261870510.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.